The most important thing is that your education fees plan meets your requirements, which may include:
Potential for growth - finding the right solution to make the most out of your money
Accessibility - the ability to withdraw funds as and when you need them
Adaptability - to switch and change how your education savings are managed, in order to adapt to changes in lifestyle, income or any other circumstances
Efficiency - making your savings work harder for minimal effort, including taking advantage of tax breaks
Flexibility - the ability to put a pause on saving when times are tight, or inject additional funds in the event of a windfall
Easy contributions - the ability to make contributions no matter where in the world life may take you (especially important for international workers)
“I wanted to send you an email of thanks for the services that have been provided by your team. Since the initial meeting, Tom Evans has been exceptionally professional in explaining all of the options that were available to me and made my decision to invest a simple one. The continued customer care I have received from Tom and Tamara Campbell has been first class, with every question been answered quickly and efficiently.
I look forward to a long and successful relationship with Guardian Wealth Management and have already recommended you to many colleagues.
Once again, many thanks.”
Thomas Hughes | Senior Event Services Manager